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IMPORTANT: We continue to have limited physical office hours, currently set as Monday-Thursday 9:00-4:00, and Friday’s are By Appointment Only.  With our varying staff levels, our phones do have additional hours of coverage, so please feel free to call. We still welcome you to pre-schedule a visit with our team as we would be happy to provide any one on one you may need!

Client Portal

Start 2017 With A Review Of Your Business Insurance Coverage

Jan 20, 2017 | Business

Do you have the right business insurance coverage? Here’s a list of policies to consider as you head into 2017. Liability insurance covers damages and defense for bodily injury, personal injury such as slander, and property damage to a third-party that is caused...

A Net Operating Loss Can Mean A Federal Tax Deduction

Dec 14, 2016 | Business, Taxes

When your business makes money, you pay income tax on the profit. What happens when your business deductions are greater than the income in a particular year? In that case, the result is what’s called a net operating loss, or NOL, and you may be able to benefit...

Rising Business Receivables Call for a Year-End Review

Dec 7, 2016 | Business

Rising business receivables can be a sign of a growing, prosperous company – or of troubles ahead. How can you know if your receivables are right-sized for your business? Start by breaking down the numbers. A report of your receivables listed by age will give you the...

Data Security Is An Essential Part Of Customer Care

Nov 28, 2016 | Business

Security breaches of confidential data capture the global news headlines on a daily basis. Identity theft has become so commonplace that credit card companies and banks market their protection efforts as free services to their customers. The IRS is at risk too, with...